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Technology Stocks : The New QLogic (ANCR) -- Ignore unavailable to you. Want to Upgrade?

To: Patrick Sharkey who wrote (14227)2/10/1998 5:44:00 PM
From: Roger Arquilla  Respond to of 29386
 
It seems the prevailing sentiment is to wait and see. It also seems as though many are looking for any encouragement as a reason to add to their position.



To: Patrick Sharkey who wrote (14227)2/10/1998 5:45:00 PM
From: Pigboy  Read Replies (2) | Respond to of 29386
 
<< so everything remains speculative at this point. >>

You're just realizing this now? :-) I agree. Nothing is for sure. Some people, myself included, are a little happy to see Kinnard (the lone analist still?) upping of Q2 rev. I am not sure why they did this though. Could it be that the Litton deal was not too shabby?




To: Patrick Sharkey who wrote (14227)2/10/1998 9:40:00 PM
From: Craig Stevenson  Respond to of 29386
 
Patrick,

Although this is purely speculation, I look at the drastic reduction in the Kinnard Q4 estimates, and conclude that the analyst was guided lower, in no uncertain terms. By the same token, Q1 and Q2 estimates were raised. As someone else posted, that could mean that Litton was a pretty good chunk of change, or that Ancor expects additional incremental revenues from somewhere else.

Craig


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